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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,221 | $57,312+53.9% | $86,617+1.9% | $75,181+17.3% |
| Participation rate | 98.5% | 63.2%+35.3pp | 71.7%+26.8pp | 67.2%+31.3pp |
| Annual return | 11.71% | 2672.78%-2661.1pp | 591.91%-580.2pp | 160.69%-149.0pp |
| Employer contribution / active EE | $7,095 | $2,315+206.4% | $3,023+134.7% | $2,671+165.7% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,851 | $4,114+17.9% | $5,613-13.6% | $5,650-14.1% |